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On December 8, statistics released by the National Passenger Vehicle Market Information Joint Conference showed that in November this year, China's new energy vehicle sales increased by 2.
4 times
year-on-year.
The outbreak of new energy vehicles has caught domestic car companies overjoyed but caught off guard, and manufacturers such as BAIC New Energy have revealed that there has been a shortage of new energy vehicle production capacity, mainly due to insufficient supply of power batteries
.
In this context, domestic power battery manufacturers have begun to expand production
on a large scale.
However, in the case of concentrated investment, domestic battery companies are likely to face problems such as
overcapacity in the future.
Recently, the power battery manufacturer Tianneng Power issued an announcement that it is expected to add at least 4 new production lines next year, with a total production capacity of 1 GWh, which will meet the battery supply needs
of 150,000~200,000 electric vehicles.
It is understood that Guoxuan Hi-Tech, one of the mainstream domestic power battery suppliers, also recently announced the expansion of production, and is expected to put into operation 240 million Ah power battery production lines
next year.
Penghui Energy said in a recent announcement that the new production capacity in the future will be mainly placed on
power batteries.
However, the overall expansion of power battery companies is also facing hidden worries
.
A battery technology expert said that at present, most domestic battery companies expand their production capacity is lithium iron phosphate batteries, but now the general direction of passenger car power batteries is ternary material batteries, but domestic battery companies are in a backward state in ternary battery technology
.
A person in charge of a charging facility company said that the technical threshold of power batteries is not high
.
This makes it not difficult for enterprises to achieve production, and at the same time causes many battery companies that are not strong to blindly expand production and compete for the market, and power battery companies generally ignore technology research and development
.
In the view of some insiders, this will lead to a blowout in power battery production capacity next year, which is likely to lead to power batteries from shortage to excess, and relatively backward power battery companies with relatively backward technical strength will face survival difficulties
.
On December 8, statistics released by the National Passenger Vehicle Market Information Joint Conference showed that in November this year, China's new energy vehicle sales increased by 2.
4 times
year-on-year.
The outbreak of new energy vehicles has caught domestic car companies overjoyed but caught off guard, and manufacturers such as BAIC New Energy have revealed that there has been a shortage of new energy vehicle production capacity, mainly due to insufficient supply of power batteries
.
In this context, domestic power battery manufacturers have begun to expand production
on a large scale.
However, in the case of concentrated investment, domestic battery companies are likely to face problems such as
overcapacity in the future.
Recently, the power battery manufacturer Tianneng Power issued an announcement that it is expected to add at least 4 new production lines next year, with a total production capacity of 1 GWh, which will meet the battery supply needs
of 150,000~200,000 electric vehicles.
It is understood that Guoxuan Hi-Tech, one of the mainstream domestic power battery suppliers, also recently announced the expansion of production, and is expected to put into operation 240 million Ah power battery production lines
next year.
Penghui Energy said in a recent announcement that the new production capacity in the future will be mainly placed on
power batteries.
However, the overall expansion of power battery companies is also facing hidden worries
.
A battery technology expert said that at present, most domestic battery companies expand their production capacity is lithium iron phosphate batteries, but now the general direction of passenger car power batteries is ternary material batteries, but domestic battery companies are in a backward state in ternary battery technology
.
A person in charge of a charging facility company said that the technical threshold of power batteries is not high
.
This makes it not difficult for enterprises to achieve production, and at the same time causes many battery companies that are not strong to blindly expand production and compete for the market, and power battery companies generally ignore technology research and development
.
In the view of some insiders, this will lead to a blowout in power battery production capacity next year, which is likely to lead to power batteries from shortage to excess, and relatively backward power battery companies with relatively backward technical strength will face survival difficulties
.
